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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,988 | $181,896-53.8% | $156,551-46.4% | $273,972-69.3% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 8.45% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $18,487 | $6,248+195.9% | $5,501+236.0% | $4,869+279.7% |
| Participant deferral / active EE | $9,150 | $5,550+64.9% | $4,871+87.8% | $5,287+73.1% |
| Admin fee / account holder | $425 | $15,560-97.3% | $13,028-96.7% | $10,133-95.8% |